New York State Common Retirement Fund
NET icon

New York State Common Retirement Fund’s Cloudflare NET Stock Holding History

New York State Common Retirement Fund’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.1M Buy
159,601
+700
+0.4% +$153K 0.05% 264
2026
Q1 		$32.8M Buy
158,901
+1,073
+0.7% +$205K 0.05% 282
2025
Q4 		$31.1M Buy
157,828
+2,500
+2% +$529K 0.04% 293
2025
Q3 		$33.3M Sell
155,328
-200
-0.1% -$40.8K 0.04% 294
2025
Q2 		$30.5M Buy
155,528
+5,000
+3% +$726K 0.04% 307
2025
Q1 		$17M Sell
150,528
-25,135
-14% -$3.33M 0.02% 500
2024
Q4 		$18.9M Sell
175,663
-10,000
-5% -$977K 0.03% 487
2024
Q3 		$15M Sell
185,663
-35,400
-16% -$2.85M 0.02% 601
2024
Q2 		$18.3M Buy
221,063
+6,249
+3% +$504K 0.02% 537
2024
Q1 		$20.8M Sell
214,814
-39,582
-16% -$3.58M 0.03% 513
2023
Q4 		$21.2M Sell
254,396
-22,018
-8% -$1.54M 0.03% 509
2023
Q3 		$17.4M Sell
276,414
-45,780
-14% -$2.93M 0.03% 570
2023
Q2 		$21.1M Buy
322,194
+3,410
+1% +$204K 0.03% 540
2023
Q1 		$19.7M Sell
318,784
-8,000
-2% -$437K 0.03% 575
2022
Q4 		$14.8M Buy
326,784
+7,900
+2% +$391K 0.02% 700
2022
Q3 		$17.6M Sell
318,884
-12,065
-4% -$717K 0.03% 575
2022
Q2 		$14.5M Sell
330,949
-4,417
-1% -$318K 0.02% 699
2022
Q1 		$40.1M Sell
335,366
-2,667
-0.8% -$278K 0.04% 363
2021
Q4 		$44.5M Sell
338,033
-5,182
-2% -$868K 0.04% 362
2021
Q3 		$38.7M Sell
343,215
-16,141
-4% -$1.93M 0.04% 396
2021
Q2 		$38M Buy
359,356
+157,703
+78% +$13.1M 0.04% 412
2021
Q1 		$14.2M Sell
201,653
-9,022
-4% -$695K 0.02% 796
2020
Q4 		$16M Sell
210,675
-12,195
-5% -$800K 0.02% 725
2020
Q3 		$9.15M Buy
222,870
+45,020
+25% +$1.72M 0.01% 904
2020
Q2 		$6.39M Buy
+177,850
New +$4.97M 0.01% 1059
2019
Q4 		– Sell
-4,042
Closed -$75K – 3212
2019
Q3 		$75K Buy
+4,042
New +$78.2K ﹤0.01% 3099

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New York State Common Retirement Fund's NET Position: Q2 2026 in Review

New York State Common Retirement Fund increased its Cloudflare (NET) stake by 0.44% in Q2 2026, buying an estimated $153K and bringing the position to 159,601 shares worth $39.1M. The position accounts for 0.05% of the portfolio, ranked #264.

New York State Common Retirement Fund first reported a position in NET in Q3 2019 and has held it in 26 quarters since. The position peaked at $44.5M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • New York State Common Retirement Fund held 159,601 shares of Cloudflare worth $39.1M as of Q2 2026.
  • New York State Common Retirement Fund bought 700 Cloudflare shares in Q2 2026, an estimated $153K.
  • Cloudflare made up 0.05% of New York State Common Retirement Fund's portfolio in Q2 2026, its #264 holding.
  • New York State Common Retirement Fund first reported a position in Cloudflare in Q3 2019 and has held it in 26 quarters since.
  • New York State Common Retirement Fund's Cloudflare position peaked at $44.5M in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.